Contact tab

The Contact tab provides a central place to view information associated with a contact such as:

• Details including name, phone, date of birth, addresses, and other information
• Accounts
• Policies
• Work orders
• Claims if PolicyCenter is integrated with claims system
• Billing if PolicyCenter is integrated with a billing system

Using the Contact tab, you can create new contacts, search for existing contacts, or select a recently viewed contact. You can also create an account for the contact.